Plum Street Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Hold |
1,631
| – | – | 0.15% | 74 |
|
|
2025
Q1 | $316K | Buy |
1,631
+535
| +49% | +$104K | 0.15% | 74 |
|
|
2024
Q4 | $215K | Sell |
1,096
-30
| -3% | -$5.88K | 0.11% | 77 |
|
|
2024
Q3 | $223K | Sell |
1,126
-148
| -12% | -$29.3K | 0.11% | 80 |
|
|
2024
Q2 | $233K | Buy |
1,274
+148
| +13% | +$27K | 0.14% | 64 |
|
|
2024
Q1 | $223K | Buy |
+1,126
| New | +$223K | 0.11% | 80 |
|